Our Leadership

Angela, a CERTIFIED FINANCIAL PLANNER^® professional, has more than 40 years of experience working in the financial services industry and her powerful team are leaders in the field of advanced financial planning and trusted fiduciaries for high net worth families, individuals and businesses.

Angela strives to deliver an elevated solution and client experience; which sets her apart from what is typically offered to high-net-worth clients. Over the past four decades, Angela has developed a strong track record of helping clients dream, achieve and protect what they cherish most. Her extensive knowledge, attention to detail and dedication to listening to the concerns and interests of clients allows her to offer sound advice, expert execution and peace of mind for clients who require complex wealth management guidance.

In the past 40 years, she has worked hard to make life less hard for her clients. But when she is not working, she enjoys family time at the cabin.

Jae Rea is a next-generation advisor focusing on business succession planning, intergenerational wealth transfer, and advanced insurance strategies for high-net-worth families. With over a decade of experience, she combines technical expertise with strategic foresight to help families and businesses protect, grow, and transition wealth across generations.

Jae began her career in 2014, building her own financial planning practice before joining her mother, Angela, in 2018. Together, they bring more than 40 years of combined experience and a modern, forward-thinking approach to planning. Jae’s approach goes beyond wealth accumulatio; she focuses on continuity, safeguarding assets, and preserving the legacy of family enterprises.

Clients value her ability to simplify complexity, identify planning gaps, and design integrated strategies that support financial independence and family harmony. She collaborates closely with IG’s Advanced Planning, Tax, and Insurance teams to deliver a fully multidisciplinary experience.

Jae holds a BA in Economics from the University of Victoria, and the RRC® and QAFP™ designations. She is currently completing her CFP® certification. Outside of work, Jae is passionate about financial literacy and community education, and enjoys staying active, traveling, and spending time with loved ones.